Sarasota, FL S Washington Blvd Office

Team
Updated today
Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Firm-wide stats for Wells Fargo Advisors

Total advisors

4,193

Across 1,155 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Based on Wells Fargo Advisors

Expertise

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Based on Wells Fargo Advisors

Occupation focus

Founder/Business Owner

Based on Wells Fargo Advisors

Location

238 S Washington Blvd

Sarasota FL 34236

Advisors at this office

24

Advisors at this office

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Nicholas F

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Nicholas Feather is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2010, with prior roles at Merrill and Banc of America Investment Services. Outside of his advisory role, he serves on the board of directors for the Palmer Lake Home Owners Association in Sarasota, Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and tools, with planning services covering areas such as retirement, education, business transition, and special-needs planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Harry P

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Harry Pinkham is a CFP® professional with 33 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022. His prior experience includes six years at Wells Fargo Clearing and 14 years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns ESJ Investment Co, LLC and is an agent with Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Christopher M

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Christopher Mazza is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Mazza is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services using proprietary research and tools, with options for brokerage or advisory program implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jesse P

Series 66

Sarasota, FL

Wells Fargo Advisors

Jesse Perez is a financial advisor at Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at UBS, Merrill, Bank of America, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors at the firm use proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan F

Series 63, Series 66

Sarasota, FL

Wells Fargo Advisors

Ryan Fruth is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also involved in insurance consulting and owns a financial consulting firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Daniel H

CFP®, Series 66

Sarasota, FL

Wells Fargo Advisors

Daniel Hoffe is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds the Series 66 designation and is based in Sarasota, Florida. Outside of his advisory role, he is involved in two investment-related business activities, including ownership of A VERY GOOD DAY !, LLC and acting as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to tailor recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Scot J

Series 66

Sarasota, FL

Wells Fargo Advisors

Scot Jaffe is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 26 years of industry experience. His career includes tenures at Wells Fargo Clearing and Morgan Stanley DW Inc. Jaffe is a co-trustee for several investment-related trusts, including a 401(k) plan, which involves a limited time commitment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations using proprietary research and planning tools, with optional implementation through various brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Fred B

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Fred Brickel is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in outside business activities related to investment and insurance consulting through BRICKEL GP, LLC and Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

John R

Series 63

Sarasota, FL

Wells Fargo Advisors

John Robinson is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 63 designation and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is an agent for Capstan Insurance Consulting LLC, an insurance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, utilizing research and planning tools to deliver tailored recommendations through discrete planning engagements.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Benjamin J

Series 66

Sarasota, FL

Wells Fargo Advisors

Benjamin Johns is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 16 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and at Morgan Stanley from 2010 to 2016. He owns and operates Johns Financial, LLC, an investment-related business based in Bradenton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Robert J

Series 66, Series 65

Sarasota, FL

Wells Fargo Advisors

Robert Jones is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 66 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he owns Anticus Services, LLC, a non-investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Zachary R

Series 66

Sarasota, FL

Wells Fargo Advisors

Zachary Rutan is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and having one year of industry experience. Prior to his role at Wells Fargo Advisors, he worked in educational settings including Florida State University, Tallahassee Community College, and Lemon Bay High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Matt D

Series 63, Series 65

Sarasota, FL

Wells Fargo Advisors

Matt Depalma is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as executive producer of a television pilot based in Sarasota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm provides tailored investment and planning services, integrating various financial products and referral channels within its advisory offerings.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Jeremy H

Series 66

Sarasota, FL

Wells Fargo Advisors

Jeremy Hickey is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 credential and over 22 years of industry experience. He has worked at Wells Fargo Clearing, PNC Wealth Management, Lanark Financial, and Ameriprise before joining his current firm. Outside of advising, he has ownership interests in private investment and insurance consulting businesses. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Kristin C

CFP®, Series 63

Sarasota, FL

Wells Fargo Advisors

Kristin Carter is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. She holds the Series 63 designation and is based in Sarasota, FL. Outside of her advisory role, she is involved in an insurance consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing whether to implement them through the firm’s brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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